Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,638 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $521 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,587
shares
|
$4.12 Million
0.58% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
11,586
shares
|
$4.12 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
11,538
shares
|
$4.1 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
11,535
shares
|
$4.1 Million
1.42% of portfolio
|
Q1 2024
Added 7.5%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
11,519
shares
|
$4.09 Million
0.33% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
11,501
shares
|
$4.09 Million
2.34% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,470
shares
|
$4.07 Million
0.22% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
11,466
shares
|
$4.07 Million
1.54% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
11,464
shares
|
$4.07 Million
2.64% of portfolio
|
Q4 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
11,456
shares
|
$4.07 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
11,446
shares
|
$4.07 Million
1.28% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
11,444
shares
|
$4.07 Million
0.71% of portfolio
|
Q4 2024
Added 697.49%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
11,419
shares
|
$4.06 Million
0.65% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
11,407
shares
|
$4.05 Million
0.95% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
11,386
shares
|
$4.04 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,350
shares
|
$4.03 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,329
shares
|
$4.02 Million
1.39% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
11,315
shares
|
$4.02 Million
1.21% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
11,304
shares
|
$4.02 Million
2.09% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
11,288
shares
|
$4.01 Million
2.49% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
11,266
shares
|
$4 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
11,262
shares
|
$4 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
11,245
shares
|
$3.99 Million
1.63% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
11,213
shares
|
$3.98 Million
1.09% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,210
shares
|
$3.98 Million
2.91% of portfolio
|
Q4 2024
Reduced 1.13%
|